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Toggle Applet based on Field Value and Check Box

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December 16, 2012

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Requirement:

The requirement is to toggle the form applet in a view based on 2 fields i.e. a check box (Customer Flag) and a field (Customer Type) in the Account list applet. If the Customer Flag is set as TRUE/FALSE, form applets must be toggled according to Customer Type Field value in the list applet.
When Customer Flag is TRUE and Customer Type is VIP, form applet “Account Entry Applet – VIP” should be displayed.
When Customer Flag is FALSE and Customer Type is Prospect, form applet “Account Entry Applet – Prospect” should be displayed.
In all the other cases, “Account Entry Applet” should be displayed.
Toggle should only happen when user commits the record in the application.

Solution:

Follow the below steps to implement this requirement.
1. In Siebel Tools, go to the Applet object and query “Account Entry Applet”. Create 2 copy of this applet and make the UI changes accordingly.
The new applets will be

toggle1

2. In the Account BC, create a new calculated field as below:

toggle2

Set the Type as “DTYPE_TEXT”.

3.Go to applet “Account Entry Applet” and create 2 new Applet Toggle child objects as shown below:

toggle3

4. Compile all the objects in your local SRF and launch the client to see the applets being toggled based on field value and check box.



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About Author

Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

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